See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,233 | $154,228-86.2% | $145,433-85.4% | $137,256-84.5% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 22.91% | 74.59%-51.7pp | 66.58%-43.7pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,966 | $4,804-38.3% | $4,554-34.9% | $4,156-28.6% |
| Participant deferral / active EE | $3,881 | $8,216-52.8% | $7,897-50.9% | $6,407-39.4% |
| Admin fee / account holder | $469 | $14,344-96.7% | $13,129-96.4% | $12,270-96.2% |